Life Insurance Account Advisor at Masters Insurance (Ontario)

Life Insurance Account Advisor at Masters Insurance (Ontario)

10 Oct
|
jason ji insurance financial services
|
Ontario

10 Oct

jason ji insurance financial services

Ontario

Elevate your career as a Life Insurance Account Advisor with Masters Insurance. This hybrid role demands strong administrative and interpersonal skills to support a vibrant book of business.

Masters Insurance, a trusted brokerage since 1966, seeks a skilled candidate for administrative support to Life Insurance Advisors. This position requires over three years of relevant experience and a passion for the insurance industry. You will utilize your organizational talents to manage applications, client communications, and policy issuance effectively.

Key Responsibilities:
• Submit life and disability insurance applications to carriers
• Follow up on pending cases to maintain service standards
• Prepare carrier proposals and client policy documents




• Update Advisors on active policy statuses
• Maintain accurate electronic and hardcopy client files

Requirements:
• Minimum 3+ years in life insurance administration
• Familiarity with life and disability insurance products
• Robust proficiency in Microsoft Office tools
• Excellent communication and organizational skills
• Willingness to obtain a Life License within a year

Harness your administrative expertise and customer service passion with Masters Insurance.
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📌 Life Insurance Account Advisor at Masters Insurance (Ontario)
🏢 jason ji insurance financial services
📍 Ontario

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